We are struggling with customers with multiple Bill-to in Nav 2013

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The program allows for multiple ship-to but if you change the bill-to on the invoice the historical reporting breaks. We were wondering if chain name can be used here. Alternatively, can Contacts be leveraged to allow the multiple Bill-to addresses? Anybody got experience with that?

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Alex A 2,913 on at

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Hello Jeanette, I don't think Contacts will work for this purpose because when you create a Contact they seem to be associated with a "Company" not a "Customer". Give it a test in your test database and let me know if you determine the same.

You will have to create a new Customer record to accomplish this. You can link the main Customer to the new Customer using the 'Bill-to Customer No.' field on the Invoicing Fast Tab of the Customer Card.

Here is some more information about the 'Bill-to Customer No.' field on the Invoicing Fast Tab of the Customer Card: "Specifies a different customer's number. To see the customer numbers in the Customer table, click the field. It may be that when you ship to this customer, the invoice should be sent to a different customer. In this case, enter here the number of the customer who should be invoiced. The program will enter this customer number on quotes, orders, invoices and credit memos as a default, which you will be able to change."

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This is the response back from the Finance Dept.

This is what we are already doing and it does solve the problem of one customer getting the shipment and another customer getting the invoicing. But the situation I am talking about is more complicated than what he is addressing. I am talking about one company (right now linked to everything by the bill to, several sell tos and under each sell to several ship tos.

Does anyone else have this problem?

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Alex A 2,913 on at

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Hi Jeanette,

Could you please have the person clarify the statement, "I am talking about one company (right now linked to everything by the bill to, several sell tos and under each sell to several ship tos".

Not sure what this is saying, or what the problem is; maybe if they re-state the problem. Thanks.

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Community Member on at

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I think this might be like our broker/parent/bill-to/ship-to structure.

We either "bill" the broker, or the bill-to. The parent level is for sales reporting purposes.

Think of an in-house "broker"/manager for Wal-Mart. Wal-Mart is the parent for any number of regional bill-to's, and a tremendous number of individual ship-to's.

So we can see total "Wal-Mart" sales, regional bill-to Wal-Mart sales, or sales to each individual Wal-Mart store. And the in-house "broker" sees his results include not only Wal-Mart, but Sam's Club results as well, as those are linked to his broker number.

Good luck doing this in NAV. Pay us a percentage for our customization work and maybe we can talk.

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cnicola on at

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Hi Jeanette,

As some of the other answers suggest, I don't think you can do this out of the box.

Some customization may be needed to record some of the info.

Inside NAV, what I have done for some clients is simply add a parent field on the customer that links to another existing customer. Usually the parent never has any real transactions against it but it is used to "gather" together multiple customers (which can have different Bill-tos and multiple Ship-tos)

If the above is anywhere close to what you need, then I think you could do a lot of the reporting once the Parent is in place by getting the data out to Excel and using Power Pivot on it (or other reporting / BI tool you prefer).

Regards,

Cristi Nicola

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